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A team-based approach that puts you and your evolving priorities first.

And feeling like you’re being guided by a good friend.

These are the benefits that high net worth professionals, business owners, retirees, widows and widowers receive when they invest with Anderssen Wealth Management. Discover how we can help you make better decisions about your investments and other financial matters.

Building relationships for life

From the very first meeting – and in every interaction that follows – our team focuses on providing you with the support and guidance you need, when you need it.

We start with an in-depth conversation that uncovers where you’ve been and what you’re hoping to achieve. By delving deep, we develop a comprehensive view of your financial situation and are better able to guide you through the investment planning process.

As a result, clients often see us as an extension of their decision-making circle. Before making important life choices – from selling the family home, to updating their will, to considering retirement home options – clients regularly seek our counsel and rely on our team to help them every step of the way.

Through our “white-glove service,” our goal is to do the heavy lifting so you don’t have to; we are happy to liaise with the rest of your professional advisors, such as your accountant, mortgage broker and lawyer, to help ensure your needs are met.

“I don’t know what I’d ever do without Mike Anderssen and his staff. I have received wonderful service from them for many, many years. After my husband Phil became ill, I needed to get my head around the financial situation. Mike put things in layman’s terms so I could understand the process works. He and has team are always there to guide me with financial decisions, help out at income tax time and take care of everything. Working with Mike is very comforting. I’m not really good at investing – it’s quite different than the insurance industry. I put my complete trust in Mike and think of him as the son I never had.”

A disciplined approach to investment management

Once the Anderssen Wealth Management team understands your unique needs and goals, we leverage our broad expertise to develop your customized personal investment and wealth plan. Over time, we continually revisit those needs and goals, and as they evolve, so will our recommended strategies.

All of our processes – whether investment, review or follow-ups – are rigorous, structured and disciplined.

We typically invest for the long term, favouring a balanced approach that includes conservative, low volatility investments that have the ability to generate dividends. Such investments are like rental properties with dividends acting as the rental income. We don’t believe in quick fixes, complicated investments or active trading. Instead, we make changes only when needed. In short, we strive to win by not losing.

As Portfolio Managers, we are held to a higher standard to act in your best interests with care, honesty and good faith. As part of this mandate, we draw on the expertise of TD specialists, risk management specialists and research analysts. Their input helps us to not only manage your portfolio, but also to identify opportunities that lie in market shifts. In addition, Bob Oakley, a member of the Anderssen Wealth Management team who holds the Chartered Accountant designation, offers critical insight into structuring your wealth plan tax-efficiently.

“Mike takes the time to understand our needs in life, where we want to spend our money, even our health issues. This is important because there is so much more to life than pure money. He is very approachable and educates us about what’s going on in the market in a way we can understand without talking down to us. When we’re making a major purchase, Mike advises us on the best way to pay for it to help us save money here and there. It’s like having a well-informed, very qualified friend who is also an investment professional. Mike’s staff are wonderful – nothing is too much trouble. We have no hesitation at all in recommending Mike to anyone. He’s a class act.”

Integrated solutions

TD specialists are also invaluable in helping us to customize your integrated wealth strategy by providing:

“Mike looks after everything for me and my wife Carol and is doing an excellent job. I had no pension and wanted steady dividend income. Mike built an income portfolio for me and it has done very well. He also helped me plan to make sure my Will is up to date. With homes in Ontario and Florida, I get hit with two tax bills, but Mike and his team do the tax planning and coordinate with my tax filing professionals. All in all, I’m quite satisfied. Mike makes it easy for me to relax and enjoy a round of golf.”

- Gerald Fraser, retired Insurance Broker, Kemptville, ON*

The benefits of discretionary investing

Through Anderssen Wealth Management, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, leaving you free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio’s long-term success, responding nimbly to sudden opportunities and risks. Our strategy is guided by your customized Investment Policy Statement (IPS) based on your objectives and financial situation and setting out the asset allocation and diversification of your portfolio. Ask us how you can benefit from discretionary investing today.

Anderssen Wealth Management in the Community

A love of community and giving back is a passion we share with many of our clients. We're always seeking opportunities to support the causes that are near and dear to our clients and our community.

We Walk as OneWe were thrilled to be the one of the two major sponsors of the "We Walk as One" concert that was held on November 9, 2018 featuring Heather Rankin (pictured here with our team). The show was in support of the Second Story Women's Centre, supporting women, girls and other gender-oppressed people in Lunenburg and Queens Counties.

United WayAnderssen Wealth Management, proudly contributes to our local community in meaningful ways by supporting our local United Way.

Anderssen Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.

*As of January 11, 2019. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

Michael Anderssen

Michael has been providing comprehensive wealth advice and solutions to individuals, families and small business owners since 1996. He began his career after graduating with a Bachelor of Commerce from Saint Mary’s University. As a member of the TD President’s Club* (honouring the top 25 advisors) since 2015, Michael has been identified as a leader with the firm and has received the prestigious Merit Award** eight times, recognizing his exceptional achievements that enhance our clients’ experiences through Motivation, Excellence, Results, Integrity and Teamwork.

Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to grow and protect their wealth. A consummate planner by nature, he holds a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. As a Portfolio Manager, Michael is qualified to offer discretionary portfolio management, which frees his clients from the pressures of making investment decisions, delivers added oversight and offers several other benefits.

Outside the office, Michael enjoys most social and athletic activities and supports several charitable organizations, usually chosen to honour his clients’ passions, life events or charitable involvements – notably the Rotary Club, SHAID Animal Shelter and local health services.

*President's Club members meet or exceed business financial goals as well as maintain a high level of professional business conduct throughout the year and consistently demonstrate integrity and the highest ethical standards.

Heather Jones

A licensed investment representative with a high degree of professionalism and keen attention to detail, Heather is credited with delivering outstanding client service, managing our administrative hub and performing many other tasks. Her responsibilities have expanded several times since joining our team in 2013. Heather won the TD STAR Award1 for the Atlantic Region in 2016 and has completed the Canadian Securities and Conduct and Practices Handbook Courses with the Canadian Securities Institute. She holds a Bachelor of Arts in Recreation from Dalhousie University – no wonder she brings the fun to every situation! Heather enjoys every opportunity to entertain family and friends and finds pure joy in any time spent with her teenaged son, McAulay, and husband, Peter.

1The TD Star Award honours employees who have delivered exceptional results and demonstrated STAR qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.

Nan Ramey

Nan joined our team in 2015 after gathering tremendous knowledge working at TD as a Financial Advisor for almost 20 years. During this time, Nan was a six-time Regional Champions Award Winner1, which earned her the exemplary Emerald Award. Nan has completed the Canadian Securities and Conduct and Practices Handbook Courses through the Canadian Securities Institute. Our team and our clients can benefit from Nan's strong service skills, comprehensive approach and excellent attention to detail. Nan is an active member of her community and enjoys time spent with friends and family. She and her husband Paul are very proud parents and grandparents.

1The Regional Champions Club program rewards and recognizes the top 8% of the Branch employees across the country for their outstanding performance by living TD's Shared Commitments. Employees are inducted into the Emerald Club once they have been Regional Champions five times.

Bob Oakley

A valued and astute member of our team, Bob joined us in 2016 with extensive knowledge of business and taxation amassed during his 35-year career as a Chartered Accountant and Managing Partner at Grant Thornton. Bob enhances our ability to create comprehensive, customized wealth strategies through his efficient tax-planning strategies, which help him to identify estate planning opportunities and develop extensive wealth plans, engaging TD specialists as appropriate. He holds a Bachelor of Business Administration from Acadia University. A very active contributor to his community, Bob enjoys several volunteer pursuits. You can also find him spending time on the golf course and playing hockey. Bob and his wife Judy are proud parents of two adult daughters.

Keilyn Tanner

Keilyn joined Anderssen Wealth Management in June 2019. She graduated from St. Francis Xavier University with a BBA in Management and Leadership. Keilyn brings excellent leadership and client service skills from both her academic and job experience. Her role on the team is integral to our everyday operation, and client service delivery. Keilyn originates from the South Shore, and grew up in the town of Bridgewater. Keilyn is very close to her family, and is looking forward to working close to them while serving the community she loves.

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

REQUEST AN APPOINTMENT

Additional TD Specialists

Michael Josey

Estate Planning Advisor

Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.

Noreen MacPherson

Executive Trust Officer

Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

advisors.td.com/anderssenwealthmanagement

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Monthly Perspectives | Courage

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.

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